David Mathew Rosenberg

1100 North Providence Rd. Suite 100, Media, PA 19063 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-10-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Rose Mountain Properties Llc	Swarthmore	PA	09/2009	Present
Spruce Management Group Llc	Narberth	PA	02/2010	11/2016
T3 Trading Group, Llc	New York	NY	04/2016	04/2017
Berkshire Hathaway Homeservices Fox & Roach, Realtors®	Philadelphia	PA	11/2016	01/2019
Coldwell Banker Preferred	Media	PA	02/2019	12/2019
Compass Pennsylvania Llc	Swarthmore	PA	12/2019	05/2023
Clear Street Markets Llc	New York	NY	05/2020	07/2021
Rengen.iO	Swarthmore	PA	12/2021	04/2023
Wealthwise Advisors, Llc	Media	PA	10/2024	Present
Strategic Tax & Advisory Services	Media	PA	09/2024	Present
Kw Main Line	Swarthmore	PA	05/2023	Present
Independent Insurance Agent	Media	PA	06/2024	Present

09/2009 → Present

Rose Mountain Properties Llc

Swarthmore, PA
02/2010 → 11/2016

Spruce Management Group Llc

Narberth, PA
04/2016 → 04/2017

T3 Trading Group, Llc

New York, NY
11/2016 → 01/2019

Berkshire Hathaway Homeservices Fox & Roach, Realtors®

Philadelphia, PA
02/2019 → 12/2019

Coldwell Banker Preferred

Media, PA
12/2019 → 05/2023

Compass Pennsylvania Llc

Swarthmore, PA
05/2020 → 07/2021

Clear Street Markets Llc

New York, NY
12/2021 → 04/2023

Rengen.iO

Swarthmore, PA
10/2024 → Present

Wealthwise Advisors, Llc

Media, PA
09/2024 → Present

Strategic Tax & Advisory Services

Media, PA
05/2023 → Present

Kw Main Line

Swarthmore, PA
06/2024 → Present

Independent Insurance Agent

Media, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-13